Wispact Customer Satisfaction Survey

This survey is to help Wispact better serve our beneficiaries and their advisors. 
 
It should take about 5-6 minutes of your time. There is a series of questions to be answered with a rating of 1 - 5 with 1 representing a poor score in need of improvement or disagreement to 5 representing a high score of service that is meeting or exceeding expectations. A few demographic questions will help us match our services to need.

Your responses are voluntary and will be confidential. Responses will not be identified by the individual. All responses will be compiled together and analyzed as a group.

If you have any questions, please contact James Giese, Director of Outreach, jgiese@wispact.org, 608-210-4265.  

When I call to discuss my trust, my Beneficiary Specialist is available to address my questions or concerns.

Question Title

* 1. When I call to discuss my trust, my Beneficiary Specialist is available to address my questions or concerns.

  1. Strongly Disagree - Not Available  2. Disagree   3. Neutral - No feelings either way 4. Agree 5. Strongly Agree - Available - Addresses all Concerns
Rate based on 1 to 5 scale:
When my Beneficiary Specialist is not available, he/she returns my call within two business days.

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* 2. When my Beneficiary Specialist is not available, he/she returns my call within two business days.

  1. Strongly Disagree - Does not return calls within two days 2. Disagree 3. Neutral - No feeling either way  4. Agree 5.  Strongly Agree - Returns calls promptly
Rate based on 1 to 5 scale:
Of the information I receive about my Trust, I find that information to be helpful and easy to understand.

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* 3. Of the information I receive about my Trust, I find that information to be helpful and easy to understand.

  1. Strongly Disagree - Information not helpful 2. Disagree 3. Neutral - No real feeling either way 4. Agree 5.  Strongly Agree - Information helpful
Rate based on 1 to 5 scale: 
When I make, or my advisor makes a Request for Distribution, my Request is processed in a timely fashion and the check is received, by the intended person, within 5 business days.

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* 4. When I make, or my advisor makes a Request for Distribution, my Request is processed in a timely fashion and the check is received, by the intended person, within 5 business days.

  1. Strongly Disagree 2. Disagree 3. Neutral - no feeling either way 4. Agree 5. Strongly Agree
Rate based on 1 to 5 scale
When my Request for Distribution is denied, my Beneficiary Specialist takes time to discuss the reasons with me so I have a clear understanding of why the disbursement was unable to be approved.

Question Title

* 5. When my Request for Distribution is denied, my Beneficiary Specialist takes time to discuss the reasons with me so I have a clear understanding of why the disbursement was unable to be approved.

  1. Strongly Disagree - Reasons given are not clear 2. Disagree 3. Neutral - no feeling either way 4. Agree 5. Strongly Agree - Reasons given are clear
Rate based on 1 to 5 scale:
Requesting distributions is a positive experience for me. The person with whom I speak is receptive to how I want to utilize the trust

Question Title

* 6. Requesting distributions is a positive experience for me. The person with whom I speak is receptive to how I want to utilize the trust

  1. Strongly Disagree -  Not receptive 2. Disagree 3. Neutral - no feeling either way 4. Agree 5. Strongly Agree - Very receptive
Rate on a 1 to 5 scale: 
The financial reports, I receive from the bank, are easy to understand.

Question Title

* 7. The financial reports, I receive from the bank, are easy to understand.

  1. Strongly Disagree - Can not understand 2. Disagree 3. Neutral - No feeling either way 4. Agree 5. Strongly Agree - Easy to understand 
Rate on a 1 to 5 scale: 
How likely is it that you would recommend Wispact to a friend or colleague?

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* 8. How likely is it that you would recommend Wispact to a friend or colleague?

Not at all likely
Extremely likely
Overall, how satisfied or dissatisfied are you with our company?

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* 9. Overall, how satisfied or dissatisfied are you with our company?

To best serve our beneficiaries, please indicate your age range (if advisor, indicate age of beneficiary):

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* 10. To best serve our beneficiaries, please indicate your age range (if advisor, indicate age of beneficiary):

Nature of Beneficiary’s Disability

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* 11. Nature of Beneficiary’s Disability

5-Digit Zipcode of Beneficiary

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* 12. 5-Digit Zipcode of Beneficiary

Gender of Beneficiary

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* 13. Gender of Beneficiary

Do you have any other comments, questions, or concerns?

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* 14. Do you have any other comments, questions, or concerns?

T